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20 October, 2021 |
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Latest News |
Money Management Original | Risk advice only suited for general advice | Due to the level of personal information required for investment and superannuation advice, general advice only works for risk advice, while the corporate regulator confirms RG 244 is up to date on the issue within the current regulatory environment. |
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Sponsored Content | FE fundinfo to make DDO Data and TMDs available to Advisers | Advisers will soon be able to incorporate DDO data and TMD documents in their portfolio construction and client reporting as FE fundinfo announces that they will be integrating DDO data and TMD documents into their suite of products, including the flagship research tool FE Analytics. |
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Industry News | AIOFP hits back at FSC whitepaper | The Association of Independently Owned Financial Professionals is “cynical” of the Financial Services Councils’ recommendations and believe there are flaws. |
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Industry News | Advisers have ‘unsung role’ during pandemic | Research conducted during the first wave of the COVID-19 pandemic has found advisers played a crucial role in crisis intervention, according to Griffith Business School. |
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Sponsored Content | The megatrends shaping property investments | Societal megatrends will have big implications for real estate – boosting some sectors and disrupting others. First Sentier Investors Global Head of Property Securities delves into the six trends shaping the next decade. |
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Industry News | Claim rate higher for advised clients | The claim admittance rate for advice individuals for disability income insurance was at 95% compared to 89% for non-advised clients, according to data from the prudential regulator. |
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Industry News | Regional trade patterns will determine fortunes of EMs | Investors looking for opportunities in global markets need to pay attention to the post-COVID shift from globalisation to regionalisation, as countries take steps to secure their supply chains and protect their battered economies. |
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Industry News | Super reform required to close gender gap | One of the key problems for Australia’s superannuation system is the need for systemic change to reduce the gender pension gap, with a new Mercer study revealing what needs to be reformed. |
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Industry News | AAT amends Spectrum ban | The Administrative Appeals Tribunal has broadened the corporate regulator’s decision to ban Spectrum Wealth director, Mark Schroeder, from providing financial services. |
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Features |
Money Management Original | The new era of income protection | The life insurance industry’s losses have stemmed mostly from unsustainable income protection products, Jassmyn Goh writes, but will the new products help end bad habits? |
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Money Management Original | The power in staying small | The common perception is that growth in assets under management is the goal of a fund, Liam Cormican writes, but many boutique firms are keen to stay small and nimble. |
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